Financial Gravity Asset Management’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Financial Gravity Asset Management’s Portfolio WBIE Stock Details WBIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$29K	Buy	+1,056	New	+$29.6K	0.03%	112
2019 Q4	$218K	Buy	+7,773	New	+$213K	0.15%	102

Other funds holding WBIE

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's WBIE Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in WBI BullBear Rising Income 3000 ETF (WBIE) in Q4 2020: 1,056 shares worth $29K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WBIE as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in WBIE in Q4 2019 and has held it in 2 quarters since. The position peaked at $218K in Q4 2019. 14 funds tracked by Wall St. Rank hold WBIE as of Q4 2020.

Financial Gravity Asset Management held 1,056 shares of WBI BullBear Rising Income 3000 ETF worth $29K as of Q4 2020.
WBI BullBear Rising Income 3000 ETF was a new Financial Gravity Asset Management position in Q4 2020.
WBI BullBear Rising Income 3000 ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2020, its #112 holding.
Financial Gravity Asset Management first reported a position in WBI BullBear Rising Income 3000 ETF in Q4 2019 and has held it in 2 quarters since.
Financial Gravity Asset Management's WBI BullBear Rising Income 3000 ETF position peaked at $218K in Q4 2019.
14 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.